Articles by Dennis Singleton
Page 1 of 9
Lumentum beat estimates and raised its outlook after a pre-earnings selloff. Coherent reports next (COHR, LITE).
Lumentum beat on revenue and earnings for its fiscal fourth quarter and guided the next quarter well above Wall Street, capping a run that had sold off into the print. Coherent reports Wednesday into the same AI optics demand.
Bitdeer (BTDR) filed to sell up to $1 billion of stock six days after its $4.7 billion Norway lease. Its remaining cost to finish the site is $500 million.
Bitdeer registered up to $1 billion of Class A shares on Monday, six days after announcing a 16-year, $4.7 billion colocation lease at Tydal. The tenant can walk at 10 years with no fee.
Meta (META) is giving $1 billion to its data center towns. Its capex budget this year runs to $145 billion.
Zuckerberg announced the Future Is For Everyone Fund inside his superintelligence essay on Monday. Meta put the size at $1 billion, against 2026 capex guidance of $130 billion to $145 billion.
Two drone stocks announced NFL deals over one weekend. Ondas (ONDS) got hired. Red Cat (RCAT) bought signage.
Ondas (ONDS) subsidiary Sentrycs will run counter-drone security for the Jacksonville Jaguars. Red Cat (RCAT) signed a Washington Commanders sponsorship. One deal pays the company, the other costs it.
Kratos (KTOS), AeroVironment (AVAV) and Ondas (ONDS) jumped at least 16% in two weeks. All three are still down this year.
Lockheed Martin, Palantir and Kratos all beat estimates and raised guidance inside twelve days, and every drone maker we track gained at least 16% over the two weeks. Kratos and AeroVironment are still the worst performers in the group for 2026.
Meta backed Texas's data center audit. Its $10 billion El Paso project sits outside the grid Abbott froze.
Governor Abbott's office said Meta will comply with the state's data center standards. Meta's largest Texas campus is not on the ERCOT grid, and the Texas Tribune reported the same day that its Fort Worth and El Paso abatements ran through Delaware shell companies. CleanSpark, whose entire 885 MW Texas portfolio is inside ERCOT, backed the audit on its own.
Intel (INTC) is selling $15 billion of new stock. The US government paid $20.47 a share last August
Intel filed a preliminary prospectus on August 10, 2026 to sell $15 billion of common stock, with the price still unset. Here is the dilution math, and what the government, SoftBank and Nvidia paid for the same stock in the low $20s.
The biggest stocks under $10, and why a low share price means almost nothing
93 US-listed stocks trade under $10 with a $1 billion market cap and real volume behind them. The two biggest are banks worth about $90 billion each, and the band below them holds most of the AI and drone names retail traders follow.
Donald Trump Jr. and Eric Trump bought more Dominari Holdings (DOMH) stock and still got diluted.
Each brother bought 216,138 more shares between February 2025 and May 2026. Each one's stake still fell from 6.71% to 5.23%, because Dominari's share count went from 6.98 million to 22.6 million over the same stretch.
Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
Leopold Aschenbrenner just bet $500 million against ASML's (ASML) lithography monopoly. His fund almost didn't survive the week he got married.
Leopold Aschenbrenner put $500 million into Source Foundry, a startup going after ASML's lithography monopoly, a week after his fund nearly collapsed the same week he got married.
Oklo (OKLO) jumped 15% Friday after its reactor hit criticality. Every other nuclear stock we track rose too, except one
Oklo rose 14.8% Friday after its Groves reactor reached first criticality and the company posted its first-ever quarterly revenue. X-Energy, Cameco, Constellation Energy and the rest of the nuclear and uranium trade rallied too, except Vistra.
Sunrise Energy Metals (SREMF) gets a $400 million War Department loan. Rare earth stocks rallied the same day.
The Office of Strategic Capital signed a $400 million conditional loan with Sunrise Energy Metals to build a U.S.-aligned scandium supply chain, the third such critical-minerals deal this year.
Michael Burry shorted Oracle (ORCL) at $144.63 and Nebius (NBIS) at $211.77. This time it's the stock, not puts.
Michael Burry shorted Oracle at $144.63 and Nebius at $211.77 on August 6, this time selling the shares short instead of buying puts. His argument: their AI-era earnings are inflated by understated chip depreciation.
Cathie Wood bought nearly $20 million of SpaceX (SPCX) as it crashed 13.6%. She hasn't sold a share since June.
Cathie Wood's ARK Invest bought 181,830 SpaceX shares on Aug. 5, about $20 million, the day the stock fell 13.6% to $108.27, and funded it by trimming Roblox, Palantir and Shopify. ARK has put over $475 million into SPCX since June and hasn't reported selling a share.
The $5.5 billion optics startup in this week's headlines already has a public partner: POET Technologies (POET)
Lumilens emerged from stealth at a $5.5 billion valuation. POET Technologies (POET) is the public company that signed in May to build its optical engines, a $50 million order that can scale to $500 million.
Why T1 Energy (TE) stock is surging on the polysilicon tariff (Aug. 6, 2026)
The White House said Trump will impose a 15% tariff and minimum import prices on polysilicon and its derivatives. T1 Energy (TE) round-tripped a 15% spike, then rose after hours on the confirmation.
How to buy Sivers Semiconductors stock (SIVEF) from the US, and the broker that won't sell it to you
SIVEF is Sivers Semiconductors' ticker for US brokerage accounts, but Robinhood doesn't carry it. Here is which brokers do, how the OTC price compares to the Stockholm shares, and the silver ETF ticker easy to mix it up with.
Alphabet (GOOGL) is borrowing $25 billion more for AI. Bond investors are charging more for it than a week ago. (Aug. 6, 2026)
Alphabet launched a new $25 billion bond sale Thursday, its third of the year. GOOGL barely moved, but hyperscaler bond spreads widened, a signal from credit investors that the stock market hasn't caught up to yet.
SpaceX's 911 million share unlock landed today. The stock rose, and the rest of the space trade rallied harder.
SpaceX's 911.5 million share unlock landed today and the stock rose anyway. Fourteen other space stocks rallied harder, from Rocket Lab's new Space Force deal to Voyager's raised guidance.
Datadog (DDOG) beat every number Wall Street asked for. The stock sank anyway.
Datadog beat Q2 estimates on revenue and adjusted profit and raised full-year guidance, and shares still fell as much as 19.5% in premarket trading. The stock had run almost 200% since February, and net additions of large customers slowed.
Hudson Technologies (HDSN) lost a $210 million defense contract to a protest in January. The DLA just awarded it again.
The Defense Logistics Agency re-awarded Hudson Technologies a $210.4 million industrial gas contract on August 5, eight months after a competitor's bid protest voided the original award.
SoundHound AI (SOUN) revenue rose 45% to a record $61.9 million and beat by $9 million. The stock gained 13% after hours.
SoundHound reported second quarter revenue of $61.9 million, up 45% and $9.5 million above consensus, with a $0.02 non-GAAP loss against the $0.06 expected. It raised the floor of full-year guidance to $230 million and the stock traded up 13.6% after hours.
SharonAI (SHAZ) signed its third cloud deal of the year. It took the smallest one to make the stock go up.
SharonAI’s third cloud deal of 2026 is its smallest, and the first the stock rose on. The five-year, $373 million contract deploys 2,048 Nvidia B300 GPUs in Australia for an unnamed AI platform.